Sun Life Financial Services Consultant

Join Sun Life as a Financial Services Consultant and impact clients' financial futures. Focus on client relationship management and provide comprehensive financial advice in a flexible, hybrid environment.
As a member of the Client Relationship Team, you will play a key role in supporting existing clients with their wealth management needs. Your responsibilities will include conducting portfolio reviews, retirement planning assistance, and strengthening client relationships, all while meeting sales goals. Your expertise will help enhance clients’ understanding of their financial options.
Key Responsibilities:
• Engage with clients to foster meaningful relationships
• Consult on investments and insurance tailored to financial goals
• Ensure clients are prepared for retirement with dedicated planning
• Analyze portfolio investments for optimal performance
• Create personalized risk assessment profiles for clients
Requirements:
• Valid Life Insurance License (LL...